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BRETTLER v. ALLIANZ LIFE INS. CO. OF NORTH AMERICA

Docket No. 19-87 August Term, 2019.

57 F.4th 57 (2022)

Herman BRETTLER, TRUSTEE OF the ZUPNICK FAMILY TRUST 2008 A, Plaintiff-Appellant, v. ALLIANZ LIFE INSURANCE COMPANY OF NORTH AMERICA, Defendant-Appellee.

United States Court of Appeals, Second Circuit.

Decided: December 29, 2022.

Attorney(s) appearing for the Case

DAVID BENHAIM ( Ira S. Lipsius , on the brief), Lipsius-BenHaim Law, LLP, Kew Gardens, N.Y., for Plaintiff-Appellant Herman Brettler.

ROLAND C. GOSS , Drinker Biddle & Reath LLP, Washington, D.C., for Defendant-Appellee Allianz Life Insurance Company of North America.

Before: POOLER and LOHIER, Circuit Judges.

This appeal arises out of an action that Herman Brettler brought against Allianz Life Insurance Company of North America ("Allianz") in Brettler's capacity as a trustee of the Zupnick Family Trust 2008A ("Trust"). Brettler sought a declaratory judgment that an Allianz life insurance policy ("Zupnick Policy"), which Brettler...

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